1. Purpose

To ensure each store manager dedicates time to prospecting and acquiring new members while maintaining proper reporting and coordination.

2. Scheduling & Responsibilities

• Each store manager will dedicate one day per week to prospecting.
• The store will be staffed accordingly to allow the manager to focus on this task.
• Prospecting includes:
  ✅ Following up on existing leads.
  ✅ Sourcing new leads at festivals, sales events (Scott’s, Lakewood, The Mart), and other key locations.

3. Planning & Coordination

• Managers must log their prospecting day in the BM Berry calendar and share it with Jason and Abe.
• The calendar entry must include:
  ✅ Specific stores, events, or locations for that day.
• Managers will rotate attendance at ongoing events, ensuring no overlap:
  ✅ Different buildings at Scott’s and The Mart.
  ✅ Different vendor types at Lakewood.
• Jason may assign and accompany managers for outreach events.

4. Reporting & Documentation

• After prospecting, managers must:
  ✅ Complete a Prospecting Report (attached).
  ✅ Add the report details to their BM Berry calendar entry.
  ✅ Update the CRM log with lead information as needed.

The MARTS                                   Lakewood Scott’s Antiques         Scott's Antique Market

Formal Markets                  1st weekend of Every Month             2nd Weekend of every Month

April 1–3, 2025

April Buying Week

April 1–4, 2025

Spring Cash & Carry

May 5–7, 2025

Atlanta Apparel

June 3–6, 2025

Casual Market Atlanta

July 15-17, 2025

Atlanta Market

July 15–21, 2025

Prospect/Event Reporting form

Manager Name and store:_____________________________________________________

Date:_____________________

Potential Member /Prospect:___________________________________________________

Result of visit:___________________________________________________________________________________________________________

Point of Contact Name and Number/ email:__________________________________________

Next Step for this prospect:______________________________________________________